Chicago Capital, LLC
Chicago IL · SEC CIK 0001740053
$41.53亿2026Q2 申报市值
361持仓数
37.7%前十大占比 · 第一大 5.4%
21 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RVMD 新建仓+$4,716.59万
CVNA 加仓+$3,742.21万
STX 加仓+$1,845.36万
FICO 加仓+$1,245.19万
DXCM 加仓+$871.40万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$5,186.96万
INTU 减仓-$3,397.04万
VRT 减仓-$2,280.06万
MSFT 减仓-$1,608.98万
CSGP 减仓-$1,497.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2.25亿 | 5.43% | 630,481 | -22,464 | -3.4% | -$802.80万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.84亿 | 4.43% | 385,407 | -6,266 | -1.6% | -$299.25万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1.75亿 | 4.21% | 553,435 | -8,240 | -1.5% | -$260.46万 | 减仓 |
| AMZN | AMAZON COM INC | $1.74亿 | 4.19% | 730,843 | -6,114 | -0.8% | -$145.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.56亿 | 3.76% | 780,299 | -3,849 | -0.5% | -$77.01万 | 减仓 |
| META | META PLATFORMS INC | $1.55亿 | 3.74% | 275,618 | -8,257 | -2.9% | -$465.11万 | 减仓 |
| V | VISA INC | $1.36亿 | 3.28% | 397,080 | -1,777 | -0.4% | -$60.97万 | 减仓 |
| ASML | ASML HLDG NV | $1.27亿 | 3.06% | 63,881 | -1,285 | -2.0% | -$255.64万 | 减仓 |
| AAPL | APPLE INC | $1.27亿 | 3.06% | 438,704 | -14,104 | -3.1% | -$408.11万 | 减仓 |
| LLY | ELI LILLY & CO | $1.05亿 | 2.52% | 87,354 | -228 | -0.3% | -$27.35万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.01亿 | 2.43% | 300,872 | -68,098 | -18.5% | -$2,280.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,832.28万 | 2.37% | 263,586 | -43,134 | -14.1% | -$1,608.98万 | 减仓 |
| BE | BLOOM ENERGY CORP | $9,494.19万 | 2.29% | 313,650 | 879 | 0.3% | $26.61万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,760.87万 | 2.11% | 1,214,089 | -98,770 | -7.5% | -$712.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $7,573.41万 | 1.82% | 147,457 | -1,014 | -0.7% | -$52.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,410.61万 | 1.78% | 127,569 | 3,313 | 2.7% | $192.46万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7,132.33万 | 1.72% | 579,346 | -3,108 | -0.5% | -$38.26万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $7,071.03万 | 1.70% | 53,084 | 107 | 0.2% | $14.25万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,480.94万 | 1.56% | 296,678 | -13,341 | -4.3% | -$291.43万 | 减仓 |
| SYK | STRYKER CORPORATION | $6,252.16万 | 1.51% | 198,582 | -2,258 | -1.1% | -$71.09万 | 减仓 |
| BURL | BURLINGTON STORES INC | $6,215.38万 | 1.50% | 196,193 | 5,090 | 2.7% | $161.25万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,205.70万 | 1.49% | 64,308 | 19,123 | 42.3% | $1,845.36万 | 加仓 |
| DXCM | DEXCOM INC | $5,839.31万 | 1.41% | 867,009 | 129,384 | 17.5% | $871.40万 | 加仓 |
| LAD | LITHIA MTRS INC | $5,671.16万 | 1.37% | 195,227 | -10,598 | -5.1% | -$307.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $5,539.16万 | 1.33% | 76,929 | 2,089 | 2.8% | $150.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,389.55万 | 1.30% | 57,613 | -901 | -1.5% | -$84.29万 | 减仓 |
| FICO | FAIR ISAAC CORP | $5,318.28万 | 1.28% | 44,513 | 10,422 | 30.6% | $1,245.19万 | 加仓 |
| VEEV | VEEVA SYS INC | $5,167.85万 | 1.24% | 291,196 | -3,732 | -1.3% | -$66.23万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,716.59万 | 1.14% | 251,847 | 251,847 | — | $4,716.59万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $4,681.37万 | 1.13% | 2,073,237 | -87,350 | -4.0% | -$197.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,555.51万 | 1.10% | 139,172 | 214 | 0.2% | $7.00万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $4,235.77万 | 1.02% | 98,173 | 872 | 0.9% | $37.62万 | 加仓 |
| NFLX | NETFLIX INC. | $4,030.67万 | 0.97% | 564,519 | -8,981 | -1.6% | -$64.12万 | 减仓 |
| CVNA | CARVANA CO | $3,987.09万 | 0.96% | 605,757 | 568,552 | 1,528.2% | $3,742.21万 | 加仓 |
| IDXX | IDEXX LABS INC | $3,911.28万 | 0.94% | 74,297 | -3,084 | -4.0% | -$162.35万 | 减仓 |
| PODD | INSULET CORP | $3,681.45万 | 0.89% | 241,803 | 39,557 | 19.6% | $602.26万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $3,462.75万 | 0.83% | 2,130,922 | -327,899 | -13.3% | -$532.84万 | 减仓 |
| NOW | SERVICENOW INC | $3,438.80万 | 0.83% | 346,374 | -76,673 | -18.1% | -$761.21万 | 减仓 |
| APH | AMPHENOL CORP | $3,024.40万 | 0.73% | 171,529 | 3,675 | 2.2% | $64.80万 | 加仓 |
| GOOG | ALPHABET INC | $2,966.62万 | 0.71% | 83,962 | -3,295 | -3.8% | -$116.42万 | 减仓 |
| ETN | EATON CORP PLC | $2,903.15万 | 0.70% | 68,130 | 1,361 | 2.0% | $57.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,741.54万 | 0.66% | 54,788 | -2,089 | -3.7% | -$104.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,228.29万 | 0.54% | 190,991 | -16,399 | -7.9% | -$191.33万 | 减仓 |
| LOW | LOWES COS INC | $2,097.76万 | 0.51% | 95,141 | -687 | -0.7% | -$15.15万 | 减仓 |
| VST | VISTRA CORP | $1,604.99万 | 0.39% | 101,179 | 4,535 | 4.7% | $71.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,577.92万 | 0.38% | 21,130 | -1,231 | -5.5% | -$91.93万 | 减仓 |
| IVV | ISHARES TR | $1,537.53万 | 0.37% | 20,531 | 668 | 3.4% | $50.03万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1,492.34万 | 0.36% | 526,958 | -528,662 | -50.1% | -$1,497.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,426.59万 | 0.34% | 56,172 | -1,673 | -2.9% | -$42.49万 | 减仓 |
| AVGO | BROADCOM INC | $1,382.19万 | 0.33% | 36,590 | 380 | 1.0% | $14.35万 | 加仓 |
| INTU | INTUIT | $1,374.78万 | 0.33% | 52,673 | -130,154 | -71.2% | -$3,397.04万 | 减仓 |
| ORCL | ORACLE CORP | $1,350.21万 | 0.33% | 92,133 | 1,417 | 1.6% | $20.77万 | 加仓 |
| FAST | FASTENAL CO | $1,327.27万 | 0.32% | 276,342 | -399 | -0.1% | -$1.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,313.35万 | 0.32% | 11,378 | 2,175 | 23.6% | $251.06万 | 加仓 |
| VICR | VICOR CORP | $1,284.11万 | 0.31% | 33,812 | 13,090 | 63.2% | $497.13万 | 加仓 |
| CLS | CELESTICA INC | $1,140.58万 | 0.27% | 31,266 | 3,026 | 10.7% | $110.39万 | 加仓 |
| INTC | INTEL CORP | $1,072.30万 | 0.26% | 76,796 | 2,724 | 3.7% | $38.04万 | 加仓 |
| CAT | CATERPILLAR INC | $1,065.17万 | 0.26% | 10,003 | 2,110 | 26.7% | $224.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,034.92万 | 0.25% | 20,642 | -12,015 | -36.8% | -$602.39万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,032.18万 | 0.25% | 25,955 | -9,520 | -26.8% | -$378.59万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,016.87万 | 0.24% | 28,679 | 252 | 0.9% | $8.94万 | 加仓 |
| TER | TERADYNE INC | $1,013.02万 | 0.24% | 20,937 | 862 | 4.3% | $41.71万 | 加仓 |
| ABBV | ABBVIE INC | $1,008.76万 | 0.24% | 40,087 | -2,939 | -6.8% | -$73.96万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $989.87万 | 0.24% | 17,657 | -1,660 | -8.6% | -$93.06万 | 减仓 |
| MORN | MORNINGSTAR INC | $951.29万 | 0.23% | 60,972 | -13,190 | -17.8% | -$205.79万 | 减仓 |
| CCJ | CAMECO CORP | $917.33万 | 0.22% | 90,058 | 2,875 | 3.3% | $29.28万 | 加仓 |
| IRM | IRON MTN INC DEL | $882.67万 | 0.21% | 69,881 | -14,070 | -16.8% | -$177.72万 | 减仓 |
| GLW | CORNING INC | $880.78万 | 0.21% | 34,482 | 1,273 | 3.8% | $32.52万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $856.94万 | 0.21% | 32,551 | -1 | -0.0% | -$263 | 减仓 |
| VTI | VANGUARD INDEX FDS | $856.61万 | 0.21% | 23,149 | -14,522 | -38.5% | -$537.37万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $845.88万 | 0.20% | 17,029 | 4,910 | 40.5% | $243.89万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $786.62万 | 0.19% | 17,133 | -4,501 | -20.8% | -$206.65万 | 减仓 |
| RTX | RTX CORPORATION | $779.24万 | 0.19% | 41,071 | 581 | 1.4% | $11.02万 | 加仓 |
| TSLA | TESLA INC | $770.92万 | 0.19% | 18,329 | 1,020 | 5.9% | $42.90万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $770.80万 | 0.19% | 27,410 | 3,125 | 12.9% | $87.88万 | 加仓 |
| MELI | MERCADOLIBRE INC | $756.87万 | 0.18% | 4,459 | 534 | 13.6% | $90.64万 | 加仓 |
| GE | GE AEROSPACE | $720.59万 | 0.17% | 19,281 | 109 | 0.6% | $4.07万 | 加仓 |
| NTRA | NATERA INC | $701.81万 | 0.17% | 25,854 | 1,756 | 7.3% | $47.67万 | 加仓 |
| GEV | GE VERNOVA INC | $667.68万 | 0.16% | 5,683 | 258 | 4.8% | $30.31万 | 加仓 |
| KO | COCA COLA CO | $635.93万 | 0.15% | 78,249 | -1,444 | -1.8% | -$11.74万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $631.06万 | 0.15% | 23,332 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $625.03万 | 0.15% | 155,365 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $621.48万 | 0.15% | 45,900 | -2,343 | -4.9% | -$31.72万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $620.06万 | 0.15% | 14,931 | 1,684 | 12.7% | $69.93万 | 加仓 |
| GWW | WW GRAINGER INC | $618.54万 | 0.15% | 4,547 | 181 | 4.1% | $24.62万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $571.22万 | 0.14% | 38,954 | -838 | -2.1% | -$12.29万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $564.11万 | 0.14% | 186,978 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $535.31万 | 0.13% | 28,969 | 976 | 3.5% | $18.04万 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $516.16万 | 0.12% | 135,297 | 3,684 | 2.8% | $14.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $504.08万 | 0.12% | 12,692 | 294 | 2.4% | $11.68万 | 加仓 |
| MCD | MCDONALDS CORP | $487.74万 | 0.12% | 18,044 | 213 | 1.2% | $5.76万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $466.15万 | 0.11% | 51,372 | 6,974 | 15.7% | $63.28万 | 加仓 |
| ECL | ECOLAB INC | $457.87万 | 0.11% | 16,434 | 125 | 0.8% | $3.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $451.12万 | 0.11% | 26,555 | -2,181 | -7.6% | -$37.05万 | 减仓 |
| CSCO | CISCO SYS INC | $450.96万 | 0.11% | 38,393 | 450 | 1.2% | $5.29万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $440.77万 | 0.11% | 13,031 | -903 | -6.5% | -$30.54万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $436.06万 | 0.10% | 12,787 | 2,772 | 27.7% | $94.53万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $427.47万 | 0.10% | 12,415 | 12,415 | — | $427.47万 | 新建仓 |
| AMGN | AMGEN INC | $426.84万 | 0.10% | 11,787 | -427 | -3.5% | -$15.46万 | 减仓 |
| CRM | SALESFORCE INC | $423.59万 | 0.10% | 27,039 | -4,315 | -13.8% | -$67.60万 | 减仓 |